CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$479K 0.06%
10,992
+3,975
102
$464K 0.06%
10,239
+1,397
103
$449K 0.06%
7,611
104
$446K 0.06%
2,145
+195
105
$436K 0.06%
4,857
+365
106
$431K 0.06%
8,692
-1,356
107
$417K 0.05%
5,103
108
$404K 0.05%
8,037
+1,710
109
$402K 0.05%
3,032
110
$401K 0.05%
9,493
+464
111
$386K 0.05%
4,694
+568
112
$386K 0.05%
13,654
113
$385K 0.05%
10,421
+1,187
114
$380K 0.05%
1,999
+22
115
$374K 0.05%
14,769
-28
116
$373K 0.05%
1,032
-66
117
$372K 0.05%
3,056
+29
118
$371K 0.05%
5,470
119
$369K 0.05%
1,784
+110
120
$361K 0.05%
1,723
+155
121
$356K 0.05%
6,139
+848
122
$343K 0.04%
22,846
123
$335K 0.04%
2,384
-222
124
$331K 0.04%
5,507
-392
125
$321K 0.04%
3,127
+56
3 4
5
6 7